BPI
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BFC Planning, Inc.’s Essential Utilities WTRG Stock Holding History

BFC Planning, Inc.’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$46.6K Sell
1,215
-121
-9% -$4.62K ﹤0.01% 1591
2026
Q1 		$53.8K Buy
1,336
+9
+0.7% +$354 ﹤0.01% 1309
2025
Q4 		$50.9K Buy
1,327
+9
+0.7% +$354 ﹤0.01% 1364
2025
Q3 		$52.6K Buy
1,318
+9
+0.7% +$343 ﹤0.01% 1167
2025
Q2 		$48.6K Buy
1,309
+8
+0.6% +$312 ﹤0.01% 1139
2025
Q1 		$51.4K Sell
1,301
-487
-27% -$17.9K ﹤0.01% 1093
2024
Q4 		$65K Buy
+1,788
New +$69.4K 0.01% 1014

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Arbitrage
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

BFC Planning, Inc.'s WTRG Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Essential Utilities (WTRG) stake by 9.1% in Q2 2026, selling an estimated $4.62K and leaving 1,215 shares worth $46.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

BFC Planning, Inc. first reported a position in WTRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $65K in Q4 2024. 705 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • BFC Planning, Inc. held 1,215 shares of Essential Utilities worth $46.6K as of Q2 2026.
  • BFC Planning, Inc. sold 121 Essential Utilities shares in Q2 2026, an estimated $4.62K.
  • Essential Utilities made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1591 holding.
  • BFC Planning, Inc. first reported a position in Essential Utilities in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Essential Utilities position peaked at $65K in Q4 2024.
  • 705 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.